Santa Fe Advisors LLC

Santa Fe Advisors, LLC is a financial advisor firm founded in 2014 by David E. Marion, Kristina E. Alley, and David B. Kantor. David Marion, a Chartered Financial Analyst, has a background in finance and investment management, having worked at JP Morgan and First Santa Fe Advisors, LLC. Kristina Alley, a CERTIFIED FINANCIAL PLANNER™ professional, has experience in managing portfolios for high net worth clients. David Kantor, with a background in economics and finance, has worked at Prudent Management Associates and Cambridge International Partners, Inc. The firm's advisors have no disciplinary events on record and provide investment advisory services in compliance with regulations. Santa Fe Advisors has no minimum initial investment specified, and the fee structure is not detailed in the brochure. The advisors are fiduciaries, acting in the best interests of their clients. Clients have varying levels of control over their investments based on the firm's investment strategies and methods of analysis, which are not explicitly outlined in the brochure. The firm's Chief Compliance Officer, Kristina Alley, oversees the supervision and compliance practices. For more information or inquiries, clients can contact Kristina Alley at (505) 501-6200.